What are Smart Lists?
Smart Lists are a feature in certain software platforms that provide a dynamic and customizable way to organize and manage contact lists. Rather than static lists, Smart Lists are dynamic and updated in real time based on specific criteria or conditions set by the user. These conditions include certain behaviors, attributes, or custom fields relevant to your contacts.
For example, if you have a contact list for an email campaign, a Smart List could automatically update to include new contacts that meet the criteria you've specified since the campaign was first created. This allows for real-time, automated updates to your contact lists, making them "smart."
These lists can be filtered based on various conditions, allowing you to segment your contacts in the most relevant way to your needs. You can also choose which data columns to display, giving you a customized view of your contact information.
Setting Up a Smart List
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Go to Contacts > Contacts/Smart Lists and hit "More Filters."
Pick one or multiple filters from the dropdown menu on the right side of your screen.
After choosing a filter, input the necessary details and click "Apply" to secure your filter.
To add more filters, select the "AND" option.
To permanently save your filter(s) as a list, click "Save as smart list" at the bottom of your screen.
Accessing, Adjusting, and Cloning Smart Lists
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To access your Smart Lists, go to the Contacts section and select a Smart List name from the top to open it.
If you want to modify an existing Smart List, open it, and you'll see the saved filters for that list on the right-hand side.
Select the trash can icon or the X. To modify a filter, click the pencil icon or the dropdown arrow to remove a filter. Use the Save icon to store your changes.
You can manage your Smart Lists by navigating to "Manage Smart Lists" at the top right of the Contacts page. This area lets you duplicate, share, rename, or erase a Smart List using the icons to the right.
